See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,574 | $81,625-78.5% | $58,482-69.9% | $139,434-87.4% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | 29.46% | 7404.20%-7374.7pp | 4239.32%-4209.9pp | 372.94%-343.5pp |
| Employer contribution / active EE | $1,863 | $1,398+33.3% | $1,053+76.9% | $4,751-60.8% |
| Participant deferral / active EE | $7,701 | $2,557+201.2% | $1,924+300.3% | $6,710+14.8% |
| Admin fee / account holder | $653 | $3,265-80.0% | $2,516-74.0% | $11,403-94.3% |